Lenox Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Sell |
4
-24
| -86% | -$6K | ﹤0.01% | 721 |
|
|
2021
Q4 | $5K | Buy |
28
+24
| +600% | +$4.29K | ﹤0.01% | 605 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 682 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 674 |
|
|
2021
Q1 | $0 | Sell |
4
-28
| -88% | – | ﹤0.01% | 735 |
|
|
2020
Q4 | $4K | Sell |
32
-170
| -84% | -$21.3K | ﹤0.01% | 531 |
|
|
2020
Q3 | $23K | Hold |
202
| – | – | ﹤0.01% | 264 |
|
|
2020
Q2 | $22K | Hold |
202
| – | – | ﹤0.01% | 272 |
|
|
2020
Q1 | $17K | Sell |
202
-10,419
| -98% | -$877K | ﹤0.01% | 291 |
|
|
2019
Q4 | $1.18M | Sell |
10,621
-2,905
| -21% | -$324K | 0.18% | 31 |
|
|
2019
Q3 | $1.35M | Buy |
13,526
+13,266
| +5,102% | +$1.33M | 0.23% | 27 |
|
|
2019
Q2 | $26K | Buy |
+260
| New | +$26K | ﹤0.01% | 195 |
|